Add researched suppliers to Brex without retyping their details
When Agenty finds a supplier worth considering, Notis can check Brex for an existing vendor and add a new record with the available contact details.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Vendor
Creates a vendor for payments; its company name must be unique within the account.
Why this helps
Supplier research gets stranded in browser notes, then someone has to repeat the lookup to create a vendor in Brex.
- Move supplier details from research into Brex with less retyping.
- Check for an existing vendor before attempting to create one.
- Keep the research and resulting vendor record in one workflow.
Setup
Build it in a few focused steps.
- 1Connect Agenty and Brex once in Notis.
- 2Create an automation in Notis with a name and prompt describing the supplier details to review and add.
- 3Tell Notis to check Brex for a matching vendor before creating a new one.
- 4Choose the Notis webhook trigger that Agenty will call with the supplier research.
- 5Choose where run reports go, then test with one real supplier example.
Questions about this workflow
What supplier information can this use?
Notis can use details Agenty sends, such as a company name and available contact information. Missing information must be supplied or left out.
Will it create duplicate vendors?
The prompt can ask Notis to check the Brex vendor list first. Brex requires vendor company names to be unique, and duplicate creation may fail.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agenty to Brex. A trigger fires from one place; an action lands in another.
Agenty triggers
Brex actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Budget
Create a budget for a department or project.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Add Webhook Group Members
Adds valid webhook subscriptions to an existing group; groups are for partner accounts only.
Create Card
Create a card and assign it to a user.
Archive Budget
Irreversibly archives a budget, blocking new expenses and transactions and removing it from active lists.
Create Department
Create a department.
Archive Spend Limit
Archives a spend limit, hiding it from the UI and preventing it from authorizing future transactions.
Create Expense
Create an expense.
Create Location
Create a location.
Connect any two apps with Notis in the middle.
Agenty and Brex, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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